401(k) · DOL Form 5500 · 2023

Bolton & Menk, Inc. 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
831
Participants Near avg headcount
93rd
Percentile by assets National rank
$157,184
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bolton & Menk, Inc. 401(k) Plan · Sponsored by Bolton & Menk, Inc. · Minnesota · Professional & Technical Services

$131M in assets, 831 participants

Bolton & Menk, Inc.'s Bolton & Menk, Inc. 401(k) Plan reported $131M in total assets and 831 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,124 in Professional & Technical Services (20,321 peers)

Where Bolton & Menk, Inc. 401(k) Plan sits by assets

Bolton & Menk, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $131M for 831 participants (~$157,184/participant), up 25.3% in 2023.

#19,124
in Professional & Technical Services (20,321 peers)
+25.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Bolton & Menk, Inc. 401(k) Plan's outsized position by total assets

Bolton & Menk, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$130,619,681 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bolton & Menk, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bolton & Menk, Inc. 401(k) Plan sits mid-pack in the medium band (831 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bolton & Menk, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Bolton & Menk, Inc. 401(k) Plan end-of-year assets rose from $104M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Bolton & Menk, Inc. 401(k) Plan reported participants rose from 714 in the plan year 2022 filing to 831 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410832249 · Bolton & Menk, Inc. PY 2023 · 401(k)

Bolton & Menk, Inc. 401(k) Plan · $131M · 831 · 93rd

  • TYPE $131M
  • NET 831
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Ust Global Inc 401(k) Plan
  • SCH ind #19124

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Minnesota →

Bolton & Menk, Inc. 401(k) Plan in the asset neighbourhood

Drivetime 401(k) Plan$131MAhf Savings and Investment PlanAhf Savings and Investment P…$131MBolton & Menk, Inc. 401(k) PlanBolton & Menk, Inc. 401(k) P…$131MUst Global Inc 401(k) Plan$131MSmx 401(k) Plan$131M
End-of-year total assets ($M) among Bolton & Menk, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$131M
Net Income$25M
Employer EIN410832249
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bolton & Menk, Inc.)

Sponsor-wide plan assets over time

All Bolton & Menk, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 43.79565606368376% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $162M $233M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 1,411 $162M
2023 2 1,638 $191M
2024 2 1,875 $233M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bolton & Menk, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Bolton & Menk, Inc. 401(k) Plan, Total assets ($B): 0.130619681 · Participants: 831Bolton & Menk, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Bolton & Menk, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bolton & Menk, Inc. 401(k) Plan side-by-side with 3 peers →

Bolton & Menk, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ust Global Inc 401(k) Plan in CA ($131M); by covered participants it is Marcou Transportation Group 401(k) Plan in MA (831 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (831 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bolton & Menk, Inc. 401(k) Plan assets move in 2023? ▼
Bolton & Menk, Inc. 401(k) Plan grew sharply - up 25.3% during 2023, from $104M to $131M. Reported net income was $25M.
How have Bolton & Menk, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bolton & Menk, Inc.'s sponsor-wide assets grew 43.8%, from $162M to $233M.
Where does Bolton & Menk, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bolton & Menk, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bolton & Menk, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ust Global Inc 401(k) Plan in CA ($131M, 2,852 participants).
Which 401(k) plans cover a similar participant headcount to Bolton & Menk, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marcou Transportation Group 401(k) Plan in MA (831 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410832249.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.